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iShares Lehman Aggregate Bond shares owned by Westwood Holdings

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 20k 94.03
2023-06-30 $2.0M 20k 97.97
2023-03-31 $2.1M 21k 99.64
2022-12-31 $2.2M 23k 96.99
2022-09-30 $2.9M 30k 96.35
2022-06-30 $3.2M 32k 101.66
2022-03-31 $3.4M 32k 107.09
2021-12-31 $3.8M 33k 114.07
2021-09-30 $3.8M 33k 114.83
2021-06-30 $4.1M 36k 115.34
2021-03-31 $4.3M 38k 113.81
2020-12-31 $4.4M 37k 118.18
2020-09-30 $5.0M 43k 118.06
2020-06-30 $7.7M 65k 118.20
2020-03-31 $15M 129k 115.37
2019-12-31 $13M 116k 112.38
2019-09-30 $7.1M 63k 113.17
2019-06-30 $6.8M 61k 111.35
2019-03-31 $5.5M 51k 109.07
2018-12-31 $2.3M 21k 106.48
2018-09-30 $348k 3.3k 105.65
2017-06-30 $298k 2.7k 109.56